Themes With The Most
Capital Flowing In

Funds Holding Holding in Top 10 Capital Flow
New Positions Closed Positions Increased Positions Reduced Positions
Call Options Put Options
#1

SaaS & Enterprise Software

266 stocks
+$18.8B
net capital flow
Funds holding
4,291
Total invested
$3.06T
Last quarter
+$23.9B
$86.8B inflow $68B outflow
MSFT icon
ADBE icon
IBM icon
ORCL icon
CRM icon
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#2

Digital Health & Telemedicine

84 stocks
+$8.79B
net capital flow
Funds holding
2,905
Total invested
$399B
Last quarter
+$2.62B
$21B inflow $12.2B outflow
UNH icon
CERN
VEEV icon
TDOC icon
RMD icon
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#3

Longevity & Aging Population

60 stocks
+$7.82B
net capital flow
Funds holding
2,028
Total invested
$187B
Last quarter
+$382M
$15.7B inflow $7.9B outflow
ZBH icon
HUM icon
WELL icon
VTR icon
ALC icon
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#4
Sin Stocks

Casinos

24 stocks
+$5.75B
net capital flow
Funds holding
1,379
Total invested
$88B
Last quarter
+$1.07B
$9.29B inflow $3.54B outflow
LVS icon
MGM icon
WYNN icon
PENN icon
GLPI icon
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#5

Sin Stocks

78 stocks · 4 sub-themes
+$5.26B
net capital flow
Funds holding
2,877
Total invested
$302B
Last quarter
+$312M
$14.2B inflow $8.9B outflow
PM icon
MO icon
STZ icon
DEO icon
BF.B icon
Explore
#6

Future of Education

77 stocks
+$4.64B
net capital flow
Funds holding
1,355
Total invested
$118B
Last quarter
+$1.9B
$13.4B inflow $8.8B outflow
NTES icon
CHGG icon
EDU icon
TAL icon
LOPE icon
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#7

Housing & Home Improvement

223 stocks · 2 sub-themes
+$4.54B
net capital flow
Funds holding
3,787
Total invested
$767B
Last quarter
+$4.86B
$27.5B inflow $23B outflow
HD icon
LOW icon
SHW icon
WY icon
TSCO icon
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#8

Sports Betting & iGaming

29 stocks
+$4.31B
net capital flow
Funds holding
933
Total invested
$39.7B
Last quarter
+$6.13B
$6.09B inflow $1.79B outflow
PENN icon
DKNG icon
CZR icon
CHDN icon
BYD icon
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#9

Small Business Economy

58 stocks
+$3.94B
net capital flow
Funds holding
2,857
Total invested
$430B
Last quarter
+$2.48B
$23.4B inflow $19.5B outflow
FISV icon
INTU icon
PAYX icon
XYZ icon
SHOP icon
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#10

Robotics & Automation

83 stocks · 3 sub-themes
+$3.21B
net capital flow
Funds holding
2,802
Total invested
$228B
Last quarter
+$271M
$11.5B inflow $8.34B outflow
HON icon
EMR icon
ROK icon
PH icon
TER icon
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#11
Semiconductors

Analog & Power Semis

27 stocks
+$3.13B
net capital flow
Funds holding
2,370
Total invested
$233B
Last quarter
-$684M
$10.7B inflow $7.58B outflow
TXN icon
ADI icon
SWKS icon
QRVO icon
MPWR icon
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#12

Video Games & Esports

55 stocks
+$3.13B
net capital flow
Funds holding
3,908
Total invested
$1.33T
Last quarter
-$2.88B
$44.5B inflow $41.4B outflow
MSFT icon
ATVI
EA icon
TTWO icon
WBD icon
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#13

Data Centers & Digital Infrastructure

78 stocks · 3 sub-themes
+$2.66B
net capital flow
Funds holding
2,503
Total invested
$322B
Last quarter
+$3.52B
$12B inflow $9.37B outflow
ETN icon
PLD icon
EQIX icon
DLR icon
DOV icon
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#14
Autonomous Driving

Ride-Hailing & Shared Mobility

14 stocks
+$2.53B
net capital flow
Funds holding
931
Total invested
$52.8B
Last quarter
+$3.91B
$5.67B inflow $3.14B outflow
UBER icon
LYFT icon
HYRE
MCOM
VAI icon
Explore
#15

Clean Energy

134 stocks · 3 sub-themes
+$2.4B
net capital flow
Funds holding
2,647
Total invested
$168B
Last quarter
+$1.5B
$12.8B inflow $10.4B outflow
APD icon
PSX icon
VLO icon
BP icon
PWR icon
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#16
Data Centers & Digital Infrastructure

Interconnect & Colocation

19 stocks
+$2.35B
net capital flow
Funds holding
1,550
Total invested
$132B
Last quarter
+$2.96B
$6.58B inflow $4.23B outflow
EQIX icon
DLR icon
IRM icon
CONE
GDS icon
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#17
Artificial Intelligence

AI Software & Applications

85 stocks
+$2.26B
net capital flow
Funds holding
817
Total invested
$20.4B
Last quarter
+$664M
$4.15B inflow $1.89B outflow
NUAN
CRNC icon
LPSN icon
VRNT icon
PLTR icon
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#18
Genomics & Gene Editing

Gene Therapy

131 stocks
+$2.24B
net capital flow
Funds holding
1,984
Total invested
$103B
Last quarter
+$5.19B
$7.41B inflow $5.17B outflow
NVS icon
CRL icon
CTLT icon
SRPT icon
CRSP icon
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#19

Pet Economy

34 stocks
+$2.17B
net capital flow
Funds holding
3,191
Total invested
$422B
Last quarter
+$523M
$15.3B inflow $13.2B outflow
MRK icon
CL icon
GIS icon
ZTS icon
IDXX icon
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#20
Clean Energy

Solar

54 stocks
+$2.05B
net capital flow
Funds holding
1,083
Total invested
$44.1B
Last quarter
+$952M
$5.19B inflow $3.13B outflow
SEDG icon
FSLR icon
ENPH icon
RUN icon
ROCK icon
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#21
Robotics & Automation

Humanoid Robotics

5 stocks
+$1.92B
net capital flow
Funds holding
153
Total invested
$1.97B
Last quarter
$0
$1.92B inflow $0 outflow
XPEV icon
BOTT icon
WDRN icon
KOID icon
HUMN icon
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#22

Nuclear Energy

61 stocks · 2 sub-themes
+$1.62B
net capital flow
Funds holding
2,427
Total invested
$194B
Last quarter
+$6.59B
$10.1B inflow $8.48B outflow
D icon
SO icon
PEG icon
ETR icon
BN icon
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#23
Housing & Home Improvement

Homebuilders

45 stocks
+$1.6B
net capital flow
Funds holding
1,691
Total invested
$112B
Last quarter
+$507M
$7.79B inflow $6.19B outflow
DHI icon
LEN icon
PHM icon
NVR icon
TOL icon
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#24

Genomics & Gene Editing

199 stocks · 1 sub-theme
+$1.58B
net capital flow
Funds holding
3,132
Total invested
$598B
Last quarter
+$23.1B
$21.5B inflow $19.9B outflow
TMO icon
DHR icon
NVS icon
REGN icon
ILMN icon
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#25

Agriculture & Food Technology

79 stocks · 2 sub-themes
+$1.53B
net capital flow
Funds holding
2,309
Total invested
$167B
Last quarter
+$1.28B
$8B inflow $6.47B outflow
DE icon
CTVA icon
ADM icon
FMC icon
SMG icon
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#26
Artificial Intelligence

Agentic AI

13 stocks
+$1.46B
net capital flow
Funds holding
2,115
Total invested
$281B
Last quarter
+$220M
$12.1B inflow $10.7B outflow
CRM icon
NOW icon
G icon
PLTR icon
CHGA
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#27
Robotics & Automation

Industrial Automation

16 stocks
+$1.4B
net capital flow
Funds holding
2,505
Total invested
$166B
Last quarter
-$439M
$7.96B inflow $6.56B outflow
HON icon
EMR icon
ROK icon
TER icon
ABB
Explore
#28

Immunotherapy & Oncology

388 stocks
+$1.26B
net capital flow
Funds holding
3,876
Total invested
$1.29T
Last quarter
+$34.1B
$38B inflow $36.7B outflow
JNJ icon
MRK icon
PFE icon
ABBV icon
BMY icon
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#29
Cloud Computing

Edge Computing

11 stocks
+$1.18B
net capital flow
Funds holding
1,311
Total invested
$39.3B
Last quarter
+$3.32B
$4.05B inflow $2.87B outflow
AKAM icon
HPE icon
FSLY icon
NET icon
EGIO icon
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#30
Agriculture & Food Technology

Plant-Based Foods

17 stocks
+$1.09B
net capital flow
Funds holding
993
Total invested
$27.5B
Last quarter
+$517M
$2.59B inflow $1.5B outflow
ADM icon
BYND icon
SMPL icon
STKL
LSF icon
Explore
#31
Robotics & Automation

Warehouse & Logistics Robotics

3 stocks
+$863M
net capital flow
Funds holding
1,942
Total invested
$87.9B
Last quarter
-$1.02B
$5.14B inflow $4.28B outflow
HON icon
SYM icon
BGRY
Explore
#32

Online Travel & Experiences

32 stocks
+$845M
net capital flow
Funds holding
1,565
Total invested
$106B
Last quarter
+$192M
$8.85B inflow $8.01B outflow
BKNG icon
EXPE icon
LYV icon
TCOM icon
SABR icon
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#33
Cybersecurity

Identity Security

15 stocks
+$836M
net capital flow
Funds holding
876
Total invested
$31.9B
Last quarter
+$635M
$2.83B inflow $2B outflow
OKTA icon
CYBR icon
SAIL icon
PING
MITK icon
Explore
#34
Oil & Gas

Oilfield Services

88 stocks
+$746M
net capital flow
Funds holding
1,656
Total invested
$59.5B
Last quarter
+$487M
$4.24B inflow $3.5B outflow
SLB icon
HAL icon
BKR icon
NOV icon
HP icon
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#35
Clean Energy

Hydrogen & Fuel Cells

13 stocks
+$652M
net capital flow
Funds holding
1,545
Total invested
$61.8B
Last quarter
+$1.83B
$4.72B inflow $4.07B outflow
APD icon
PLUG icon
NKLA icon
BE icon
BLDP icon
Explore
#36

Cybersecurity

85 stocks · 3 sub-themes
+$509M
net capital flow
Funds holding
3,165
Total invested
$348B
Last quarter
+$9.33B
$17B inflow $16.5B outflow
CSCO icon
PANW icon
AKAM icon
SPLK icon
FTNT icon
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#37
Artificial Intelligence

AI Inference Silicon

7 stocks
+$484M
net capital flow
Funds holding
1,923
Total invested
$103B
Last quarter
+$590M
$6.75B inflow $6.26B outflow
QCOM icon
AMBA icon
GSIT icon
CGPT
AINF icon
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#38
Semiconductors

Photonics & Optical Interconnect

20 stocks
+$384M
net capital flow
Funds holding
1,015
Total invested
$19.2B
Last quarter
-$48.3M
$2.28B inflow $1.89B outflow
CIEN icon
NOK icon
LITE icon
COHR icon
MTSI icon
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#39
Defense Modernization

Defense Tech & C4ISR

53 stocks
+$314M
net capital flow
Funds holding
2,630
Total invested
$207B
Last quarter
+$2.74B
$10.5B inflow $10.2B outflow
RTX icon
NOC icon
GD icon
LHX icon
TDY icon
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#40
E-Commerce

Food Delivery

12 stocks
+$305M
net capital flow
Funds holding
1,370
Total invested
$140B
Last quarter
+$5.97B
$11.5B inflow $11.2B outflow
UBER icon
JD icon
SE icon
GRUB
ASAP
Explore
#41
Electrification & Grid

Grid Equipment

10 stocks
+$269M
net capital flow
Funds holding
1,314
Total invested
$38.5B
Last quarter
-$319M
$1.95B inflow $1.68B outflow
ETN icon
ABB
NVT icon
SXI icon
POWL icon
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#42

Cannabis

52 stocks
+$230M
net capital flow
Funds holding
985
Total invested
$9.37B
Last quarter
+$486M
$1.03B inflow $803M outflow
SMG icon
CGC icon
IIPR icon
ACB icon
CRON icon
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#43
Digital Payments & Fintech

Neobanks

25 stocks
+$229M
net capital flow
Funds holding
747
Total invested
$14.1B
Last quarter
-$218M
$1.39B inflow $1.16B outflow
ALLY icon
GDOT icon
AX icon
CASH icon
TBBK icon
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#44

Energy Efficiency

31 stocks
+$200M
net capital flow
Funds holding
2,566
Total invested
$199B
Last quarter
+$13.2B
$10.1B inflow $9.94B outflow
HON icon
CARR icon
TT icon
JCI icon
OC icon
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#45

Critical Minerals & Rare Earths

60 stocks
+$197M
net capital flow
Funds holding
668
Total invested
$6.61B
Last quarter
+$554M
$896M inflow $699M outflow
KMT icon
MTRN icon
TROX icon
SBSW icon
CODI icon
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#46
Digital Payments & Fintech

Buy Now Pay Later

13 stocks
+$172M
net capital flow
Funds holding
477
Total invested
$4.83B
Last quarter
+$46M
$590M inflow $418M outflow
UPBD icon
FCFS icon
CURO
GSKY
DESP icon
Explore
#47
Nuclear Energy

Uranium Mining & Enrichment

20 stocks
+$114M
net capital flow
Funds holding
386
Total invested
$2.74B
Last quarter
+$120M
$327M inflow $213M outflow
CCJ icon
UEC icon
UUUU icon
DNN icon
NXE icon
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#48
Clean Energy

Wind

9 stocks
+$94.5M
net capital flow
Funds holding
281
Total invested
$992M
Last quarter
+$15.5M
$221M inflow $127M outflow
TPIC icon
FAN icon
NETI
BWEN icon
CDLR icon
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#49

Luxury & Affluent Consumer

40 stocks
+$86.1M
net capital flow
Funds holding
1,545
Total invested
$88.9B
Last quarter
-$1.23B
$5.45B inflow $5.37B outflow
EL icon
BF.B icon
TPR icon
RACE icon
RL icon
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#50
Nuclear Energy

Small Modular Reactors

12 stocks
+$78.6M
net capital flow
Funds holding
278
Total invested
$2.45B
Last quarter
+$111M
$280M inflow $201M outflow
CCJ icon
OKLO icon
XE icon
NWCL
IMSR icon
Explore
#51
Data Centers & Digital Infrastructure

Power for AI

22 stocks
+$59.2M
net capital flow
Funds holding
1,366
Total invested
$52.6B
Last quarter
-$11.4M
$2.21B inflow $2.15B outflow
ETN icon
MPWR icon
FLEX icon
AEIS icon
FCEL icon
Explore
#52
Digital Assets

Bitcoin Miners

40 stocks
+$36.2M
net capital flow
Funds holding
103
Total invested
$278M
Last quarter
+$756K
$39.8M inflow $3.6M outflow
RIOT icon
MARA icon
CLSK icon
ABTC
SLAI
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#53
Space Economy

Earth Observation

6 stocks
+$20.2M
net capital flow
Funds holding
55
Total invested
$230M
Last quarter
+$29.9M
$55.6M inflow $35.4M outflow
BKSY icon
PL icon
SATL icon
HAWK icon
SPIR icon
Explore
#54

Lithium & Battery Materials

47 stocks
+$13.4M
net capital flow
Funds holding
843
Total invested
$11.6B
Last quarter
-$114M
$787M inflow $773M outflow
ALB icon
LTHM
SQM icon
PKX icon
LIT icon
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#55
Space Economy

Satellite Communications

16 stocks
+$9.13M
net capital flow
Funds holding
565
Total invested
$6.96B
Last quarter
+$37M
$593M inflow $584M outflow
IRDM icon
VSAT icon
ECHO icon
CMTL icon
GOGO icon
Explore
#56
Cybersecurity

Post-Quantum Cryptography

6 stocks
+$248K
net capital flow
Funds holding
4
Total invested
$217K
Last quarter
+$201
$248K inflow $0 outflow
WKEY
BTQ icon
ARQQ icon
LAES icon
QNC icon
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#57
Digital Assets

Corporate Crypto Treasuries

63 stocks
-$246K
net capital flow
Funds holding
374
Total invested
$2.19B
Last quarter
-$59.2M
$242M inflow $242M outflow
GME icon
MSTR icon
LITS icon
CYPH icon
MARA icon
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#58

Reshoring & American Manufacturing

20 stocks
-$4.95M
net capital flow
Funds holding
764
Total invested
$13.5B
Last quarter
-$217M
$1.01B inflow $1.01B outflow
J icon
FLR icon
FIX icon
HURC icon
IETC icon
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#59
Data Centers & Digital Infrastructure

Liquid Cooling

9 stocks
-$10.3M
net capital flow
Funds holding
900
Total invested
$18.3B
Last quarter
-$32.9M
$1.06B inflow $1.07B outflow
DOV icon
NVT icon
AAON icon
MOD icon
CD icon
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#60
Digital Assets

Crypto Exchanges

7 stocks
-$13.2M
net capital flow
Funds holding
47
Total invested
$58.4M
Last quarter
+$26.3M
$6.65M inflow $19.9M outflow
SONM icon
EQOS
COIN icon
GEMI icon
CNCK icon
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#61
Space Economy

Launch Services

5 stocks
-$52.4M
net capital flow
Funds holding
266
Total invested
$3.21B
Last quarter
+$6.08M
$171M inflow $223M outflow
AJRD
VORB
SPCX icon
RKLB icon
ASTR icon
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#62
Agriculture & Food Technology

Precision Agriculture

4 stocks
-$54.7M
net capital flow
Funds holding
1,368
Total invested
$50.1B
Last quarter
+$424M
$2.74B inflow $2.8B outflow
DE icon
VMI icon
UAVS icon
BRAI icon
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#63

Virtual & Augmented Reality

20 stocks
-$85.3M
net capital flow
Funds holding
162
Total invested
$326M
Last quarter
+$18.8M
$29.1M inflow $114M outflow
HIMX icon
VUZI icon
AIU
EMAN
WIMI icon
Explore
#64

Health & Wellness

78 stocks
-$104M
net capital flow
Funds holding
2,868
Total invested
$215B
Last quarter
+$1.91B
$8.62B inflow $8.72B outflow
ABT icon
CHD icon
UL icon
PTON icon
PRGO icon
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#65
Sin Stocks

Alcohol

24 stocks
-$111M
net capital flow
Funds holding
1,854
Total invested
$68.9B
Last quarter
-$188M
$3.98B inflow $4.09B outflow
STZ icon
DEO icon
BF.B icon
TAP icon
BUD icon
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#66
Sin Stocks

Firearms

12 stocks
-$112M
net capital flow
Funds holding
579
Total invested
$5.25B
Last quarter
+$79.9M
$451M inflow $563M outflow
OLN icon
RGR icon
VSTO icon
SWBI icon
SPWH icon
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#67
Infrastructure & Construction

Green Building

5 stocks
-$122M
net capital flow
Funds holding
437
Total invested
$8.59B
Last quarter
-$341M
$615M inflow $737M outflow
TREX icon
MERC icon
RETO icon
GBLD icon
GRNR
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#68
Defense Modernization

Military Shipbuilding

6 stocks
-$128M
net capital flow
Funds holding
1,330
Total invested
$47.4B
Last quarter
-$602M
$2.13B inflow $2.26B outflow
GD icon
HII icon
CW icon
BWXT icon
GHM icon
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#69
Water

Sanitation

8 stocks
-$140M
net capital flow
Funds holding
746
Total invested
$16.9B
Last quarter
-$165M
$735M inflow $875M outflow
XYL icon
WMS icon
NGL icon
CDTG icon
WBI icon
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#70
Electrification & Grid

Transmission Buildout

6 stocks
-$144M
net capital flow
Funds holding
647
Total invested
$10.6B
Last quarter
+$104M
$726M inflow $870M outflow
PWR icon
MTZ icon
PRIM icon
MYRG icon
ECG icon
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#71

Copper & Industrial Metals

79 stocks
-$170M
net capital flow
Funds holding
1,845
Total invested
$108B
Last quarter
+$1.91B
$6.97B inflow $7.14B outflow
FCX icon
NUE icon
B icon
RIO icon
STLD icon
Explore
#72
Cybersecurity

Agentic AI Security

2 stocks
-$181M
net capital flow
Funds holding
821
Total invested
$19.3B
Last quarter
+$273M
$1.72B inflow $1.9B outflow
PANW icon
SAIL icon
Explore
#73

Carbon & Pollution Control

23 stocks
-$213M
net capital flow
Funds holding
1,349
Total invested
$32.5B
Last quarter
-$161M
$1.65B inflow $1.86B outflow
GLW icon
OXY icon
DCI icon
NGVT icon
TEN icon
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#74
Electric Vehicles

EV Charging Infrastructure

21 stocks
-$223M
net capital flow
Funds holding
1,020
Total invested
$7.26B
Last quarter
-$1.47B
$1.15B inflow $1.38B outflow
BP icon
ABB
BLNK icon
CHPT icon
BEEM icon
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#75
Housing & Home Improvement

Home & Garden Retail

30 stocks
-$243M
net capital flow
Funds holding
3,145
Total invested
$379B
Last quarter
-$274M
$12.9B inflow $13.2B outflow
HD icon
LOW icon
TSCO icon
WSM icon
W icon
Explore
#76
Artificial Intelligence

AI Memory & HBM

12 stocks
-$294M
net capital flow
Funds holding
1,426
Total invested
$86.9B
Last quarter
-$348M
$5.8B inflow $6.09B outflow
LRCX icon
MU icon
FORM icon
RMBS icon
CAMT icon
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#77
Water

Water Infrastructure

17 stocks
-$330M
net capital flow
Funds holding
1,460
Total invested
$75.4B
Last quarter
-$36.5M
$3.32B inflow $3.65B outflow
ROP icon
XYL icon
J icon
BMI icon
MWA icon
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#78
Sin Stocks

Tobacco & Nicotine

13 stocks
-$410M
net capital flow
Funds holding
1,949
Total invested
$138B
Last quarter
-$723M
$4.99B inflow $5.4B outflow
PM icon
MO icon
BTI icon
VGR icon
UVV icon
Explore
#79

Reuse, Repair & Circular Economy

68 stocks
-$452M
net capital flow
Funds holding
2,067
Total invested
$144B
Last quarter
+$1.51B
$8.45B inflow $8.9B outflow
CPRT icon
NUE icon
LYB icon
EMN icon
KMX icon
Explore
#80

Space Economy

64 stocks · 3 sub-themes
-$466M
net capital flow
Funds holding
2,411
Total invested
$150B
Last quarter
-$972M
$6.16B inflow $6.63B outflow
LMT icon
NOC icon
SIRI icon
SPCE icon
AJRD
Explore
#81
Internet of Things

Smart Home

17 stocks
-$527M
net capital flow
Funds holding
1,067
Total invested
$37.5B
Last quarter
-$17.2M
$2.51B inflow $3.04B outflow
GNRC icon
ALLE icon
REZI icon
IRBT icon
ALRM icon
Explore
#82
Oil & Gas

LNG

32 stocks
-$581M
net capital flow
Funds holding
1,993
Total invested
$108B
Last quarter
-$483M
$4.47B inflow $5.05B outflow
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#83
Gold & Precious Metals

Gold & Silver Miners

124 stocks
-$765M
net capital flow
Funds holding
1,855
Total invested
$185B
Last quarter
-$727M
$10.5B inflow $11.3B outflow
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#84

Water

67 stocks · 2 sub-themes
-$767M
net capital flow
Funds holding
2,459
Total invested
$206B
Last quarter
+$39.2M
$7.62B inflow $8.39B outflow
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#85

Quantum Computing

19 stocks
-$778M
net capital flow
Funds holding
1,992
Total invested
$61.9B
Last quarter
+$693M
$2.06B inflow $2.84B outflow
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PSQL
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#86

Medical Devices & Diagnostics

342 stocks
-$803M
net capital flow
Funds holding
3,970
Total invested
$1.57T
Last quarter
+$15.4B
$39.1B inflow $39.9B outflow
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#87

Gold & Precious Metals

133 stocks · 1 sub-theme
-$833M
net capital flow
Funds holding
1,873
Total invested
$186B
Last quarter
-$615M
$10.5B inflow $11.3B outflow
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#88
Semiconductors

Advanced Packaging

10 stocks
-$1.04B
net capital flow
Funds holding
1,276
Total invested
$82.2B
Last quarter
+$309M
$6.19B inflow $7.23B outflow
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#89

Defense Modernization

163 stocks · 4 sub-themes
-$1.07B
net capital flow
Funds holding
3,572
Total invested
$598B
Last quarter
-$8.55B
$22.7B inflow $23.7B outflow
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#90
Defense Modernization

Munitions Restocking

11 stocks
-$1.34B
net capital flow
Funds holding
2,318
Total invested
$149B
Last quarter
+$2.59B
$7.48B inflow $8.83B outflow
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AJRD
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#91

3D Printing & Additive Manufacturing

20 stocks
-$1.37B
net capital flow
Funds holding
1,206
Total invested
$36.4B
Last quarter
-$401M
$1.7B inflow $3.07B outflow
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#92
Defense Modernization

Drones & Counter-Drone

30 stocks
-$1.58B
net capital flow
Funds holding
1,624
Total invested
$86.4B
Last quarter
-$1.18B
$4.55B inflow $6.13B outflow
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#93
GLP-1 & Obesity

Obesity Second-Order Effects

26 stocks
-$1.78B
net capital flow
Funds holding
1,374
Total invested
$66.7B
Last quarter
+$1.11B
$2.88B inflow $4.66B outflow
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#94
Digital Assets

Stablecoin Infrastructure

9 stocks
-$2.08B
net capital flow
Funds holding
2,160
Total invested
$193B
Last quarter
+$1.29B
$6.74B inflow $8.82B outflow
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#95
Semiconductors

Semicap & Lithography

21 stocks
-$2.3B
net capital flow
Funds holding
1,887
Total invested
$158B
Last quarter
+$707M
$6.75B inflow $9.05B outflow
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#96

Infrastructure & Construction

127 stocks · 1 sub-theme
-$2.38B
net capital flow
Funds holding
2,775
Total invested
$250B
Last quarter
+$4.17B
$10.4B inflow $12.8B outflow
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#97

Digital Assets

160 stocks · 4 sub-themes
-$2.67B
net capital flow
Funds holding
2,483
Total invested
$248B
Last quarter
+$3.22B
$10.2B inflow $12.9B outflow
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SBNY
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#98

Oil & Gas

361 stocks · 2 sub-themes
-$3.81B
net capital flow
Funds holding
3,670
Total invested
$702B
Last quarter
-$768M
$26.4B inflow $30.2B outflow
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#99

GLP-1 & Obesity

92 stocks · 1 sub-theme
-$10.5B
net capital flow
Funds holding
3,471
Total invested
$641B
Last quarter
+$11.8B
$15.5B inflow $26B outflow
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#100

Semiconductors

178 stocks · 4 sub-themes
-$12.6B
net capital flow
Funds holding
3,831
Total invested
$1.64T
Last quarter
-$2.54B
$35.3B inflow $47.9B outflow
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#101

Electric Vehicles

124 stocks · 1 sub-theme
-$14.2B
net capital flow
Funds holding
2,904
Total invested
$367B
Last quarter
+$2.12B
$15.6B inflow $29.9B outflow
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#102

Autonomous Driving

53 stocks · 1 sub-theme
-$15.3B
net capital flow
Funds holding
2,203
Total invested
$268B
Last quarter
+$5.6B
$12.2B inflow $27.5B outflow
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#103
Streaming & Digital Media

News Media

26 stocks
-$16.4B
net capital flow
Funds holding
1,172
Total invested
$48.4B
Last quarter
-$2.23B
$3.88B inflow $20.3B outflow
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#104
Electrification & Grid

Energy Storage

26 stocks
-$18.9B
net capital flow
Funds holding
1,868
Total invested
$178B
Last quarter
-$810M
$5.84B inflow $24.7B outflow
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#105

Electrification & Grid

59 stocks · 3 sub-themes
-$18.9B
net capital flow
Funds holding
2,479
Total invested
$240B
Last quarter
-$783M
$7.56B inflow $26.5B outflow
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ABB
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#106

Social Media & Creator Economy

45 stocks
-$19.2B
net capital flow
Funds holding
4,035
Total invested
$2.38T
Last quarter
-$2.12B
$52.8B inflow $72B outflow
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TWTR
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#107
Artificial Intelligence

Chinese AI

14 stocks
-$20.6B
net capital flow
Funds holding
1,961
Total invested
$351B
Last quarter
-$4.04B
$18.2B inflow $38.9B outflow
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LAIX
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#108

Streaming & Digital Media

120 stocks · 1 sub-theme
-$32.7B
net capital flow
Funds holding
4,244
Total invested
$2.29T
Last quarter
+$1.32B
$59.1B inflow $91.8B outflow
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#109

Cloud Computing

64 stocks · 1 sub-theme
-$35.9B
net capital flow
Funds holding
4,217
Total invested
$3.33T
Last quarter
-$7.72B
$78.8B inflow $115B outflow
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#110

Artificial Intelligence

264 stocks · 6 sub-themes
-$47.3B
net capital flow
Funds holding
4,300
Total invested
$3.8T
Last quarter
-$11.1B
$70.7B inflow $118B outflow
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#111

Digital Payments & Fintech

148 stocks · 2 sub-themes
-$48.4B
net capital flow
Funds holding
4,283
Total invested
$2.55T
Last quarter
+$354M
$48.6B inflow $97B outflow
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#112
Internet of Things

Wearables

21 stocks
-$52.5B
net capital flow
Funds holding
3,579
Total invested
$1.21T
Last quarter
-$3.99B
$13.8B inflow $66.2B outflow
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#113

Internet of Things

99 stocks · 2 sub-themes
-$53.1B
net capital flow
Funds holding
3,920
Total invested
$1.48T
Last quarter
-$3.5B
$18.8B inflow $71.9B outflow
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#114

E-Commerce

240 stocks · 2 sub-themes
-$72B
net capital flow
Funds holding
4,382
Total invested
$3.19T
Last quarter
+$5.69B
$63.6B inflow $136B outflow
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#115
E-Commerce

Marketplaces

106 stocks
-$77.1B
net capital flow
Funds holding
4,270
Total invested
$2.89T
Last quarter
+$2.37B
$57.7B inflow $135B outflow
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